Investment Advisor

3 weeks ago

Chilliwack, Canada RBC Full time
Job Summary

Job Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for your career and life to make it yours

What you do best: You have excellent people and problem-solving skills that help you build and maintain client relationships. Youre a self-starter someone who wants to make their day their own. Youre driven to do meaningful work to help people reach their life goals by providing strong planning and financial advice.

How youll succeed in this role: Lean on RBC Dominion Securities strong brand and reputation to build a client base of high-net-worth individuals, families and business owners and manage their complex financial needs. Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients. Foster trusted, often multi-generational, long-term relationships using personalized service and advice. Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking and Insurance to ensure your clients are supported in all aspects of their financial lives.

A few details about what were looking for: You have 4-6 years of outbound sales experience and are comfortable earning 100% commission. You have completed the Canadian Securities Course (CSC) or will prior to your start date. You have a passion for financial planning and a keen interest in portfolio management. You have strong relationship building skills and an ability to connect with all types of individuals.

Nice to have: Experience in a direct marketing role, financial services and shown success in high value sales and business development, regardless of industry/discipline. Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Chartered Financial Analyst (CFA)

Whats in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program which include competitive compensation and flexible benefits Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities to building close relationships with clients

This position is compensated based on production generated by you or your team.

This position may be eligible to receive a discretionary/variable incentive payment.

RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBCs high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value

Job Skills Client Counseling, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details Address: 9296 MAIN ST:CHILLIWACK

City: CHILLIWACK

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Commission

Posted Date: 2024-11-04

Application Deadline: 2025-01-31

I

nclusion

and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Investment Advisor

    3 weeks ago

    Chilliwack, Canada RBC Full time

    Job Summary Job Description Grow your business, your way with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. Here, youll find what you need for...

  • Investment Advisor

    2 months ago

    Chilliwack, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you...

  • Financial Advisor

    1 month ago

    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Financial Advisor

    6 months ago

    Chilliwack, Canada Envision Financial, a division of First West Credit Union Full time

    **Position Description** The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to an appropriate advisor. This position...

  • Financial Advisor Intern

    6 days ago

    Chilliwack, Canada First West Credit Union Full time

    We are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...

  • Strategic Wealth Advisor

    1 week ago

    Chilliwack, Canada Royal Bank of Canada Full time

    Royal Bank of Canada is a leading financial institution committed to delivering exceptional services. As an Investment Advisor, you will play a crucial role in helping clients achieve their financial goals.Job SummaryWe are seeking a highly skilled and motivated individual to join our team as an Investment Advisor. This is a full-time position that offers a...

  • Successful Financial Advisor Opportunities

    1 week ago

    CHILLIWACK, Canada Royal Bank of Canada Full time

    Grow Your Career in Wealth ManagementRoyal Bank of Canada is a leading financial institution with a long history of innovation and excellence. We are seeking experienced Investment Advisors to join our team of professionals who share our passion for helping clients achieve their financial goals.About the RoleThis position offers a unique opportunity to build...

  • Temporary Beauty Advisor

    4 months ago

    Chilliwack, Canada Sephora Full time

    **Job ID**: 254210 **Location**: BC-Cottonwood Centre (1652) **Address**: #28A - 45585 Luckakuck Way, Chilliwack, BC V2R 1A1, Canada (CA) **Full Time/Part Time**: Part Time **Position Type**: Temporary **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury...

  • Business Development Executive

    4 weeks ago

    Chilliwack, Canada Royal Bank of Canada> Full time

    OverviewWe are seeking a talented Business Development Executive to join our team at Royal Bank of Canada. As an Investment Advisor, you will play a key role in helping clients achieve their financial goals and build lasting relationships with them.About the RoleThis is a full-time opportunity that offers a competitive salary of $120,000 - $180,000 per year,...

  • Financial Advisor

    7 months ago

    Chilliwack, Canada Scotiabank Full time

    Requisition ID: 180313 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Conseiller Finance Senior

    1 week ago

    Chilliwack, Canada Envision Financial, a division of First West... Full time

    We are currently seeking a Senior Financial Advisor to join our team.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers...

  • Senior Financial Services Specialist

    1 week ago

    Chilliwack, Canada Envision Financial, a division of First West... Full time

    Job SummaryWe are seeking a Senior Financial Services Specialist to join Envision Financial, a division of First West.About the RoleThis senior-level position provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services. The ideal candidate will identify member life stage cycles...

  • Asset Consultant

    1 week ago

    Chilliwack, Canada Royal Bank of Canada Full time

    p>As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. li>You have excellent people and problem-solving skills that help you build and maintain client...

  • Administrative Assistant

    6 months ago

    Chilliwack, Canada NextLevel Financial Full time

    **Job Summary** We are an independent Financial Planning Firm; in Chilliwack since 1994. Our main focus is overall Financial Planning and service to clients. Our clients use the following products and services: - Financial Planning - Tax planning - Mutual Funds - ETFs - Exempt Market Products - Insurance - Mortgages - Personal Tax Preparation **We are...

  • Manager, Talent

    6 months ago

    Chilliwack, Canada Sephora Full time

    **Job ID**: 246676 **Store Name/Number**: BC-Cottonwood Centre (1652) **Address**: #28A - 45585 Luckakuck Way, Chilliwack, BC V2R 1A1, Canada (CA) **Full Time/Part Time**: Full Time **Position Type**: Regular **You’ll love working here** As Manager, Talent & Operations, you will be responsible for managing the People and Operations aspects of a specific...

  • Financial Services Associate

    7 months ago

    Chilliwack, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Turf Tech

    7 months ago

    Chilliwack, Canada PrairieCoast equipment Full time

    Noteworthy Awards: One of Canada’s Best Managed Companies™ each year since One of Canada's Top Small & Medium Employers™ , and Recognition by John Deere as a top performing dealer in North America We Offer: A competitive compensation package with performance-based bonuses An industry leading Apprenticeship program with wage top-up and full...

  • Clinical Pharmacist, Primary Care Network

    3 weeks ago

    Chilliwack, Canada Fraser Health Authority Full time

    Salary The salary range for this position is CAD $51.37 - $64.19 / hour Job Summary We have an exciting opportunity as a Clinical Pharmacist within Lower Mainland Pharmacy Services for our Primary Care Network located in Chilliwack , BC where you can showcase your clinical pharmacy skills! The BC Ministry of Health...

  • Clinical Pharmacist, Primary Care Network

    3 weeks ago

    Chilliwack, Canada Fraser Health Authority Full time

    SalaryThe salary range for this position is CAD $51.37 - $64.19 / hour Job SummaryWe have an exciting opportunity as aClinical Pharmacistwithin Lower Mainland Pharmacy Services for ourPrimary Care NetworklocatedinChilliwack, BCwhere you canshowcaseyour clinical pharmacy skills!The BC Ministry of Health is providing funding for the Pharmacists inPCNprogram,...

  • Clinical Pharmacist, Primary Care Network

    3 weeks ago

    Chilliwack, British Columbia, P2P, Fraser Valley, Canada Fraser Health Authority Full time

    SalaryThe salary range for this position is CAD $51.37 - $64.19 / hour Job SummaryWe have an exciting opportunity as a Clinical Pharmacist within Lower Mainland Pharmacy Services for our Primary Care Network located in Chilliwack, BC where you can showcase your clinical pharmacy skills! The BC Ministry of Health is providing funding for the Pharmacists in...